See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,097 | $165,335+15.0% | $149,696+27.0% | $158,922+19.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 9.65% | 348.15%-338.5pp | 276.60%-267.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,438 | $5,103-71.8% | $4,644-69.0% | $4,761-69.8% |
| Participant deferral / active EE | $10,243 | $7,181+42.6% | $6,842+49.7% | $5,982+71.2% |
| Admin fee / account holder | $97,011 | $10,807+797.7% | $9,309+942.2% | $11,246+762.6% |